+103.6%
EXE vs WU
-51.1%
+154.7%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.5% | +2.8% | +0.7% |
| 7D | -1.8% | -0.8% | -0.9% | -1.7% |
| 30D | +6.4% | -1.1% | +7.5% | +6.5% |
| 3M | +9.2% | -1.8% | +11.1% | +8.5% |
| 6M | -7.0% | -23.9% | +16.9% | -3.1% |
| YTD | -9.5% | -20.4% | +10.9% | -6.8% |
| 1Y | +6.2% | -10.6% | +16.8% | +6.0% |
| 3Y | +20.7% | -27.7% | +48.5% | +24.8% |
| 5Y | +103.6% | -51.1% | +154.8% | +153.3% |
| All | +103.6% | -51.1% | +154.7% | +153.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded WU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling